16 Jobs in Butterworth
Relief Manager (Clothing Retail) Negotiable depending on experience
Posted 3 days ago
Job Viewed
Job Description
The job purpose is to have a successful individual responsible for managing 5 stores within a 65km radius of their base location. The individual will manage the store(s) through the execution of the marketing and operations plans, coordinating specific marketing, administrative, logistics, HR, sales, and operations sequences, and attending to the general applications and interventions associated with the functionality within the store.
Location: Candidate will oversee and manage 5 stores within a 65km radius of their home base.
Experience:- Minimum 5 years’ experience as a Store Manager (in a retail environment).
- Clothing retail experience is essential.
- Extensive travel between stores within their cluster/area/range.
- Need to ensure that regular store visits are being conducted.
Relief Manager will report directly to the respective Area Manager.
Qualifications:- Minimum requirement of a Matric + 5 years’ experience as a Store Manager (in a clothing retail environment).
- Driver’s License and the ability to drive.
- Flexibility to travel and work in stores in different towns (operational requirements dependent).
- Analytical Thinking
- Coaching & Developing Others
- Customer Insight & Focus
- Decision Making
- Performance Focus
- Problem Solving
Pool Vehicle, Company Cell Phone, and Company Laptop.
Salary:Negotiable depending on experience and qualifications.
Key Responsibilities: Asset Management- Responsible for the branches, ensuring that the outside of the stores are kept neat and tidy and that inside fixtures and fittings are accounted for and maintained at all times.
- Co-ordination of maintenance and repair services.
- Protect and secure all company assets in the stores.
- Responsible for all stock and will be held accountable for all overages and shortages.
- Prepare requisitions to replenish stock when required.
- Identify and report on slow selling items.
- Conduct stock takes and manage shrinkage as per company acceptable percentage and standards.
- Manage the quality and quantity aspects of the merchandise assortments.
- Co-ordinate the layout of shelves and merchandise of seasonal and sale displays.
- Identify new ways of promoting merchandise.
- Ensure required housekeeping standards are always maintained.
- Manage the implementation of all marketing promotions to ensure maximum sales opportunities are exploited and achieved.
- Prepare and direct staff who are preparing merchandise displays in alignment with sales and marketing requirements.
- Actively participate in promotions.
- Stay up to date with current advertising trends.
- Provide sales leadership to staff.
- Stay current with products, marketing, and pricing of area retailers with similar products.
- Achieve and exceed store sales targets.
- Initiating changes/improvement suggestions.
- Ensure that the standard of administration and procedures in stores are met.
- Ensure that the responsible persons are following proper procedures when handling all stores cash. Check and verify these documents daily.
- Manage controllable expenses as this directly affects the profitability of the branch.
- Reporting daily figures to Area Manager.
- Manage the security in all aspects of the business and ensure that security procedures are strictly adhered to at all times.
- Monitor security staff and make sure that they are alert and performing their duties to the maximum.
- Ensuring that Health & Safety standards are met.
- Attend to alarm calls/call-outs.
- Train staff in customer service.
- Assist customers with enquiries and complaints.
- Apply Customer Service principles in a friendly and enthusiastic manner daily.
- Continuously satisfy customer needs and attract clientele.
- Assign employees to specific duties, by way of their job description, tasking plans and goals.
- Encourage, assist, and train employees to become a motivated workforce driving sales within the stores and the business.
- Manage performance and development of staff.
- Ensure that all procedures and policies are being followed and enforce disciplinary action when necessary.
- Manage the store staffing blueprint by replenishing staffing through the company recruitment policy and processes.
- Manage time and attendance of staff at all times.
- Matric Certificate.
- NQF 5/6 Certificate or Diploma in Retail/Business Management (advantageous).
- Valid Driver’s License – Code 8 unendorsed + ability to drive a light motor vehicle.
- 5 years minimum experience as a Branch Manager (clothing retail environment).
- Flexibility (including ability to work in different stores/towns/as per operational requirements/needs of the business).
- Criminal/Credit Check
- Qualification verification
- Computer and Psychometric assessments where required
- First Aid/Firefighting training
MFC Salaried Financial Advisor (RECRUITMENT POOL)
Posted 2 days ago
Job Viewed
Job Description
Overview
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
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Responsibilities- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance (NQF Level 5 FSCA Approved Qualification)
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
- R7000 basic salary plus R2500 performance bonus (based on meeting your monthly target)
- Incentive bonus (commission)
- Matric certificate or equivalent is required.
- Valid Driveru2019s license is required.
- Building Trust
- Consultative Selling
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date29 April 2027 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story! #J-18808-LjbffrManager Retail Butterworth
Posted 3 days ago
Job Viewed
Job Description
The purpose of this role is to have a successful individual responsible for managing 5 stores within a 65km radius of their base location. The individual will manage the store(s) through the execution of the marketing and operations plans, coordinating specific marketing, administrative, logistics, HR, sales, and operations sequences while attending to the general applications and interventions associated with the store's functionality.
Location: Candidate will oversee and manage 5 stores within a 65km radius of their home base.
Experience:
- Minimum 5 years’ experience as a Store Manager in a retail environment.
- Clothing retail experience is essential.
Travel:
- Extensive travel between stores within their cluster/area/range.
- Regular store visits are required.
Reporting Structure:
The Relief Manager will report directly to the respective Area Manager.
Qualifications:
- Minimum requirement of a Matric + 5 years’ experience as a Store Manager in a clothing retail environment.
- Driver’s License and the ability to drive.
- Flexibility to travel and work in stores in different towns (operational requirements dependent).
Competencies (Skills and Attributes):
- Analytical Thinking
- Coaching & Developing Others
- Customer Insight & Focus
- Decision Making
- Performance Focus
- Problem Solving
Working Tools:
Pool Vehicle, Company Cell phone, and Company Laptop.
Salary: Negotiable depending on experience and qualifications.
Key Responsibilities:
Asset Management:
- Responsible for the branches, ensuring that the outside of the stores are kept neat and tidy, and that inside fixtures and fittings are accounted for and maintained at all times.
- Co-ordinate maintenance and repair services.
- Protect and secure all company assets in the stores.
Stock Control:
- Responsible for all stock and will be held accountable for all overages and shortages.
- Prepare requisitions to replenish stock when required.
- Identify and report on slow selling items.
- Conduct stock takes and manage shrinkage as per company acceptable percentage and standards.
- Manage the quality and quantity aspects of the merchandise assortments.
- Co-ordinate the layout of shelves and merchandise of seasonal and sale displays.
- Identify new ways of promoting merchandise.
- Ensure required housekeeping standards are always maintained.
Marketing and Sales:
- Manage the implementation of all marketing promotions to ensure maximum sales opportunities are exploited and achieved.
- Prepare and direct staff who are preparing merchandise displays in alignment with sales and marketing requirements.
- Actively participate in promotions.
- Stay up to date with current advertising trends.
- Provide sales leadership to staff.
- Stay current with products, marketing, and pricing of area retailers with similar products.
- Achieve and exceed store sales targets.
- Initiate changes/improvement suggestions.
Administration and Cash:
- Ensure that the standard of administration and procedures in stores are met.
- Ensure that responsible persons follow proper procedures when handling all store cash. Check and verify these documents daily.
- Manage controllable expenses as this directly affects the profitability of the branch.
- Report daily figures to the Area Manager.
Security / Risk:
- Manage security in all aspects of the business and ensure that security procedures are strictly adhered to at all times.
- Monitor security staff and ensure that they are alert and performing their duties to the maximum.
- Ensure that Health & Safety standards are met.
- Attend to alarm calls/call-outs.
Customer Services:
- Train staff in customer service.
- Assist customers with enquiries and complaints.
- Apply Customer Service principles in a friendly and enthusiastic manner daily.
- Continuously satisfy customer needs and attract clientele.
People Management:
- Assign employees to specific duties, by way of their job description, tasking plans, and goals.
- Encourage, assist, and train employees to become a motivated workforce driving sales within the stores and the business.
- Manage performance and development of staff.
- Ensure that all procedures and policies are being followed and enforce disciplinary action when necessary.
- Manage the store staffing blueprint by replenishing staffing through the company recruitment policy and processes.
- Manage time and attendance of staff at all times.
Minimum Requirements:
- Matric Certificate.
- NQF 5/6 Certificate or Diploma in Retail/Business Management (advantageous).
- Valid Driver’s License – Code 8 unendorsed + ability to drive a light motor vehicle.
- 5 years minimum experience as a Branch Manager in a clothing retail environment.
- Flexibility (including ability to work in different stores/towns as per operational requirements/needs of the business).
Undertaking:
- Criminal/Credit Check
- Qualification verification
- Computer and Psychometric assessments where required
- First Aid/Firefighting training
Part Time Financial Adviser (Butterworth)
Posted 4 days ago
Job Viewed
Job Description
Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Part-time opportunity:
- Part-time Financial Adviser
- Grade 12
- Currently in an existing role which he or she wants to retain, but supplement value proposition and/or income by offering financial advice
- Access to in-segment market and existing network
- DOFA/Fit & proper
- A valid Driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy and digital dexterity
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesize information
- Entrepreneurial mindset
- Sound business acumen
- GRIT, resilience and tenacity to stay the course.
- Sales orientation
- Building Trust
- Consultative Selling
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date29 September 2025, 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
#J-18808-LjbffrCommissioned Financial Adviser (Butterworth)
Posted 5 days ago
Job Viewed
Job Description
Overview
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Responsibilities- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
- Building Trust
- Consultative Selling
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date29 November 2025 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
#J-18808-LjbffrAspiring Financial Adviser
Posted 7 days ago
Job Viewed
Job Description
Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.
Aspire to be a Financial Adviser
We are seeking self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing appropriate financial plans and solutions.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
Matriculation Certificate (Matric) (Required)
Closing Date
30 August 2025, 23:59
Note: The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
#J-18808-LjbffrBranch Consultant / Financial Advisor Butterworth
Posted 15 days ago
Job Viewed
Job Description
Who are we?
Sanlam Developing Markets (SDM) is a wholly-owned subsidiary of Sanlam Life Limited and a top financial services provider in the South African entry-level and emerging middle market. SDM offers a wide range of simple and affordable financial solutions, including funeral insurance, education savings, life cover and personal accident plans. The cluster focuses on retail products and group schemes and is managed by the SA Retail Mass cluster within the Sanlam Group.
Purpose of the role- To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added services.
Sales delivery
- Gain and maintain an in-depth understanding of SRM product ranges.
- Understand the customer’s needs, financial goals and means, and provide the right product (or selection of products) that best satisfies those goals in the most affordable way.
- Continuously update and inform customers of new products or changes in existing products. Manage, review and incorporate the implications of product changes on the customer’s portfolio.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are prioritised while allowing time for walk-in/non-appointment clients.
In-branch client service and client retention
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address queries or provide support.
- Manage and report on NTUs (not taken up) by implementing controls and taking corrective actions where required.
- Manage persistency of client payments for both branch and client.
- Gain insight into client risk profiles to proactively identify where support is required.
- Consult with clients on alternative payment arrangements and ensure processing notes on the right platforms.
- In-branch servicing in line with client experience standards:
- Apply product knowledge to guide clients through policy cancellations and provide alternatives.
- Resolve client queries or escalate as needed, keeping the client informed.
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
Quality, compliance and continuous development
- Remain up to date with compliance and quality standards.
- Maintain registration, product knowledge and CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log activities as per regulations and SOPs, and provide data for reporting and decision making.
Monthly planning and reporting
- Report on activities daily using relevant technology platforms.
- Collate data to meet weekly and monthly reporting deadlines.
- Perform ad-hoc requirements as requested by the Retail Branch Manager.
Matric (Grade 12)
RE5 advantageous
FAIS Compliant (Wealth Management) as per DOFA requirements.
Class of Business training (to be completed within 12 months of employment).
Knowledge and ExperienceKnowledge:
- Client service.
- Sales and cross-selling tactics and strategies (client optimisation).
- Knowledge of the Insurance landscape including regulatory requirements and guidelines for selling and providing advice.
- Knowledge of insurance products is advantageous.
Experience:
- 1-year experience in a sales or marketing capacity.
- Experience within insurance branches is an advantage.
- Persistently focused on achieving targets
- Analytical thinking
- Technologically oriented
- Selling and influencing skills
- Critical thinking skills
- Strong communicator (verbal and written)
- Strong customer service orientation
- Organising skills
- Adaptable and open to learning
- Business insight – ability to contribute independently
- Decision quality – ability to contribute independently
- Builds effective teams – ability to contribute independently
- Plans and aligns – ability to contribute independently
We’re dedicated to building strong, lasting relationships with our employees. We support your future – your career, personal development and achieving great things. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies- Cultivates innovation – independent contribution
- Customer focus – independent contribution
- Drives results – independent contribution
- Collaborates – independent contribution
- Being resilient – independent contribution
The shortlisting process will begin after the application due date. The time taken depends on progress and manager availability.
Our commitment to transformationThe Sanlam Group is committed to achieving transformation and embracing diversity. This commitment drives a diverse, inclusive and equitable workplace. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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Branch Consultant/ Financial Advisor Butterworth
Posted 16 days ago
Job Viewed
Job Description
Overview
Branch Consultant/ Financial Advisor Butterworth
Date: 18 Sept 2025
Location: Butterworth, Eastern Cape, ZA
Who are we?
Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focuses on retail products, as well as group schemes.
- To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added services.
- To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added services.
- Gain and maintain an in-depth understanding of SRM product ranges.
- Understand the customer’s needs, financial goals and means; provide the right product (or selection of products) to satisfy goals in the best and most affordable way possible.
- Continuously update and inform customers of new products or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it is processed through and noted on the right platforms.
- In-branch servicing in line with client experience standards:
- Apply product knowledge to guide clients through policy cancellations and provide alternative options.
- Resolve various types of client queries in the branch or escalate queries to the right stakeholders using the escalation framework. Follow up on status and provide feedback to the client.
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making.
- Responsible for reporting on activities daily, using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager.
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
- Client service.
- Sales and cross-selling tactics and strategies (client optimisation).
- Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and providing advice would be ideal.
- Knowledge on insurance products would be advantageous.
- 1-year experience in a sales or marketing capacity.
- Experience within insurance branches is an advantage.
- Persistently focused on achieving targets
- Analysing information
- Technologically orientated
- Selling and influencing skills
- Critical thinking skills
- Strong communicator (verbally and in writing)
- Adaptable and open to learning
Business insight - Contributing independently
Decision quality - Contributing independently
Builds effective teams - Contributing independently
Plans and aligns - Contributing independently
Build a successful career with usWe’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core CompetenciesCultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
Turnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformationThe Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
#J-18808-LjbffrAdvancing Financial Adviser (Butterworth)
Posted 24 days ago
Job Viewed
Job Description
Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Key Role Deliverables
Personalised Financial Advice
- Generate leads through prospecting, networking and relationship-building.
- Meet with new customers to establish their financial goals
- Provide holistic financial advice in the best interests of the customer by following the 6-step financial planning process
- Build and maintain strong relationships to ensure long-term customer retention.
Holistic Financial Planning
Create comprehensive financial plans tailored to customers’ needs, including:
- Personal protection planning, including life cover, funeral cover, severe illness cover, etc.
- Saving for education and other goals
- Investing for retirement
- Planning at retirement
- Assist in developing investment strategies aligned with clients' risk tolerance and financial goals.
- Use appropriate advice tools to establish and record investment strategies aligned with customers’ risk tolerance and financial goals.
- Make appropriate use of referral models to meet needs for home-loans, short-term insurance, wills, medical schemes, etc.
Continuous Learning and Market Insights
- Comply with the processes and standards of Personal Financial Advice as well as relevant financial services legislation (FAIS).
- Conduct a goal conversation and complete an analysis before recommending a solution
- Complete the necessary learning, both initially and ongoing, to service the needs of customers by using the tools and product solutions available in the Personal Finance segment
- Maintain awareness of changes in the economic, political, and regulatory environment.
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesise information
- Entrepreneurial mindset
- Sound business acumen
- Grit, resilience and tenacity
- Excellent listening skills with the ability to translate customer engagements into sales.
Skills
Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer RelationshipsCompetencies
Balances Stakeholders Builds Networks Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Manages ComplexityEducation
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalentClosing Date
30 July 2025 , 23:59The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
#J-18808-LjbffrStore Assistant
Posted 4 days ago
Job Viewed
Job Description
Training will be provided, no experience needed! But you will be needed to have great work ethics, leadership skills, great communication skills, be willing to travel within the surrounding areas. You will be required to interact with various people, help them with any services they might need so good customer service will be appreciated.
Minimum Requirements
• Matric
• Basic English
• Great communication skills
• Willingness to travel